『Live Life Liberated』のカバーアート

Live Life Liberated

Live Life Liberated

著者： Centura Wealth Advisory
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 Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.Live Life Liberated All Rights Reserved マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)

    Using QTIPs to Save on State Taxes…Even In California! (Ep. 109)
    2025/05/14
    QTIPs can do more than just clean your ears. They can provide another option in estate planning and tax strategies. Join Bryan Schick and estate and trust attorney Daniel Stolfa on “Live Life Liberated” as they unravel the intricacies of Qualified Terminable Interest Property (QTIP) trusts. This episode dives into the world of QTIP trusts, …

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    29 分
  • How to Stay Disciplined During Market Fluctuations (Ep. 108)

    How to Stay Disciplined During Market Fluctuations (Ep. 108)
    2025/04/30
    Feeling on edge about your investments during these unpredictable market waves? Matt Griffith and Sean Clark are breaking down the essentials of investment behavior amidst the whirlwind of market volatility, referencing specific examples from the years we’ve seen wild swings. They focus on the art of portfolio construction and maintaining discipline even when the market …

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    30 分
  • Navigating Post-Election Exemption Planning (Ep. 107)

    Navigating Post-Election Exemption Planning (Ep. 107)
    2025/03/26
    Are you prepared for the changes on the horizon with estate tax exemptions? Let’s discover how to plan and preserve your wealth strategically! Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the …

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    26 分
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